Our Services

Retirement Plan Advising

Ensuring that your plan is the right fit for your company.

Rely on the retirement plan advisors at Levy Wealth Management Group to help protect your business and help your employees stay on track with their financial goals.

Securing the Future

Your employees are your biggest asset. We are here to help you choose the right retirement plan platform and provide guidance for maximum financial well-being and confidence.

True Partnership

We walk you through the details and support the day-to-day operations of your retirement plan efficiently and effectively so you’re free to invest that time in your business instead.

Customized Guidance

Your business is unique. We listen closely and review your needs to help you select a plan that fits..

Your advisor will periodically meet with the retirement plan’s trustees and participants in an effort to ensure that the objectives are being met.

Fiduciary Services

A 3(38) fiduciary manages the retirement plan’s investment portfolio. They have the broadest scope of authority over the plan because the 3(38) fiduciary is the individual or institution running the portfolio. They can access the account’s funds, select which investments to make, buy and sell assets, establish a long-term strategy, and otherwise independently make decisions for this account.

A 3(21) fiduciary serves as a “co-fiduciary”, meaning they work with you and your retirement plan committee to make investment recommendations and help select the funds in the plan’s investment menu. A 3(21) does not have investment discretion to manage the assets of the plan.

Let’s Get Started

Focus on the Future

We would love to sit down with you to discuss the retirement planning needs of your business and how we help your employees pursue their goals.